Citadel Advisors
IWX icon

Citadel Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Citadel Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,591
Closed -$425K – 14289
2026
Q1 		$425K Sell
4,591
-12,369
-73% -$1.18M ﹤0.01% 9690
2025
Q4 		$1.56M Buy
16,960
+3,038
+22% +$273K ﹤0.01% 6425
2025
Q3 		$1.22M Sell
13,922
-3,588
-20% -$308K ﹤0.01% 7101
2025
Q2 		$1.47M Buy
+17,510
New +$1.41M ﹤0.01% 6300
2025
Q1 		– Sell
-32,660
Closed -$2.58M – 15030
2024
Q4 		$2.58M Buy
32,660
+18,919
+138% +$1.55M ﹤0.01% 5110
2024
Q3 		$1.12M Buy
13,741
+4,190
+44% +$327K ﹤0.01% 6654
2024
Q2 		$715K Sell
9,551
-28,239
-75% -$2.11M ﹤0.01% 7320
2024
Q1 		$2.88M Buy
37,790
+34,932
+1,222% +$2.53M ﹤0.01% 4862
2023
Q4 		$201K Sell
2,858
-2,722
-49% -$181K ﹤0.01% 9954
2023
Q3 		$365K Buy
5,580
+800
+17% +$54.3K ﹤0.01% 8746
2023
Q2 		$322K Buy
+4,780
New +$314K ﹤0.01% 8883
2023
Q1 		– Sell
-17,373
Closed -$1.13M – 15092
2022
Q4 		$1.13M Sell
17,373
-21,270
-55% -$1.36M ﹤0.01% 6575
2022
Q3 		$2.23M Buy
38,643
+1,725
+5% +$110K ﹤0.01% 5385
2022
Q2 		$2.28M Buy
36,918
+327
+0.9% +$21.6K ﹤0.01% 5287
2022
Q1 		$2.55M Buy
36,591
+18,431
+101% +$1.27M ﹤0.01% 5550
2021
Q4 		$1.27M Sell
18,160
-22,954
-56% -$1.57M ﹤0.01% 7315
2021
Q3 		$2.7M Buy
41,114
+13,322
+48% +$896K ﹤0.01% 5614
2021
Q2 		$1.85M Buy
27,792
+151
+0.5% +$10K ﹤0.01% 6804
2021
Q1 		$1.76M Buy
27,641
+22,280
+416% +$1.35M ﹤0.01% 6710
2020
Q4 		$310K Sell
5,361
-23,366
-81% -$1.28M ﹤0.01% 9021
2020
Q3 		$1.47M Buy
+28,727
New +$1.47M ﹤0.01% 5312
2020
Q1 		– Sell
-11,208
Closed -$656K – 9881
2019
Q4 		$656K Buy
+11,208
New +$633K ﹤0.01% 6354
2019
Q1 		– Sell
-19,974
Closed -$955K – 9582
2018
Q4 		$955K Buy
+19,974
New +$1.02M ﹤0.01% 5379
2018
Q2 		– Sell
-31,890
Closed -$1.61M – 9056
2018
Q1 		$1.61M Buy
+31,890
New +$1.68M ﹤0.01% 4063
2017
Q1 		– Sell
-26,670
Closed -$1.25M – 7750
2016
Q4 		$1.25M Buy
26,670
+13,646
+105% +$619K ﹤0.01% 3553
2016
Q3 		$576K Buy
+13,024
New +$576K ﹤0.01% 4638
2016
Q2 		– Sell
-8,809
Closed -$366K – 7088
2016
Q1 		$366K Buy
+8,809
New +$350K ﹤0.01% 4833
2015
Q4 		– Sell
-39,036
Closed -$1.52M – 8945
2015
Q3 		$1.52M Buy
+39,036
New +$1.63M ﹤0.01% 3278
2015
Q2 		– Sell
-11,424
Closed -$493K – 8898
2015
Q1 		$493K Buy
+11,424
New +$499K ﹤0.01% 4935

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Citadel Advisors's IWX Position: Q2 2026 in Review

Citadel Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 4,591 shares — an estimated $425K sold.

Citadel Advisors first reported a position in IWX in Q1 2015 and held it in 29 quarters. The position peaked at $2.88M in Q1 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Citadel Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 4,591 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $425K.
  • Citadel Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2015 and held it in 29 quarters.
  • Citadel Advisors's iShares Russell Top 200 Value ETF position peaked at $2.88M in Q1 2024.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.